| $248M | ||
| $232M | ||
| $183M | ||
| $155M | ||
| $87M | ||
| $68M |
Buys | $0 | 0 | 0 |
Sells | $255,268,254 | 67 | 100 |
| HERRINGER FRANK C | director | 0 | $0 | 1 | $266,731 | $-266,731 |
| Ruffel Charles A. | director | 0 | $0 | 1 | $486,986 | $-486,986 |
| SARIN ARUN | director | 0 | $0 | 1 | $699,406 | $-699,406 |
| SNEED PAULA A | director | 0 | $0 | 1 | $761,479 | $-761,479 |
| Beatty Jonathan S | MD, Head of Advisor Services | 0 | $0 | 6 | $1.98M | $-1.98M |
| Wurster Richard A | President & CEO | 0 | $0 | 2 | $3.32M | $-3.32M |
| Woolway Paul V | MD, Chief Banking Officer | 0 | $0 | 12 | $6.1M | $-6.1M |
| Morgan Peter J. III | General Counsel | 0 | $0 | 3 | $6.92M | $-6.92M |
| Murtagh Nigel J | Chief Risk Officer | 0 | $0 | 5 | $9.72M | $-9.72M |
| Craig Jonathan M. | MD, Head of Investor Services | 0 | $0 | 5 | $12.37M | $-12.37M |
| Schwab-Pomerantz Carolyn | director | 0 | $0 | 12 | $22.13M | $-22.13M |
| Bettinger Walter W | Co-Chairman | 0 | $0 | 3 | $72.29M | $-72.29M |
| Schwab Charles R. | Co-Chairman | 0 | $0 | 15 | $118.23M | $-118.23M |
The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking and trust, retirement plan, and other corporate brokerage services; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; and retail investor and mutual fund clearing services, as well as compliance solutions. The Advisor Services segment offers custodial, trading, banking, and support services; and retirement business and corporate brokerage retirement services. This segment provides brokerage accounts with equity and fixed income, margin lending, options, and futures and forex trading; cash management capabilities comprising third-party certificates of deposit; third-party and proprietary mutual funds; plus mutual fund trading and clearing services; and exchange-traded funds (ETFs), including proprietary and third-party ETFs. It also offers advice solutions, such as managed portfolios of proprietary and third-party mutual funds and ETFs, separately managed accounts, customized personal advice for tailored portfolios, and specialized planning and portfolio management. In addition, this segment provides banking products and services, including checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust services comprising trust custody services, personal trust reporting services, and administrative trustee services. As of December 31, 2021, the Company had approximately 400 domestic branch offices in 48 states and the District of Columbia, as well as locations in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.
Over the last 12 months, insiders at The Charles Schwab Corporation have bought $0 and sold $255.27M worth of The Charles Schwab Corporation stock.
On average, over the past 5 years, insiders at The Charles Schwab Corporation have bought $6.36M and sold $130.79M worth of stock each year.
There was no buying activity among insiders over the last 12 months.
The last purchase of 10,000 shares for transaction amount of $620,454 was made by Wurster Richard A (President) on 2024‑07‑17.
| 2025-12-23 | Sale | Beatty Jonathan S | MD, Head of Advisor Services | 2,000 0.0001% | $102.01 | $204,022 | -0.29% | |
| 2025-11-12 | Sale | Beatty Jonathan S | MD, Head of Advisor Services | 3,072 0.0002% | $98.00 | $301,056 | -2.02% | |
| 2025-11-07 | Sale | Craig Jonathan M. | MD, Head of Investor Services | 35,188 0.002% | $95.35 | $3.36M | +0.62% | |
| 2025-10-29 | Sale | Schwab Charles R. | Co-Chairman | 44,750 0.0025% | $94.52 | $4.23M | +0.93% | |
| 2025-10-28 | Sale | Schwab Charles R. | Co-Chairman | 64,400 0.0035% | $94.00 | $6.05M | +1.72% | |
| 2025-10-02 | Sale | Schwab-Pomerantz Carolyn | director | 24,000 0.0013% | $92.55 | $2.22M | +2.05% | |
| 2025-10-01 | Sale | Woolway Paul V | MD, Chief Banking Officer | 3,205 0.0002% | $93.33 | $299,111 | +2.54% | |
| 2025-09-04 | Sale | Schwab-Pomerantz Carolyn | director | 24,000 0.0013% | $96.64 | $2.32M | -3.38% | |
| 2025-09-02 | Sale | Woolway Paul V | MD, Chief Banking Officer | 3,205 0.0002% | $95.20 | $305,127 | -1.83% | |
| 2025-08-28 | Sale | Beatty Jonathan S | MD, Head of Advisor Services | 6,144 0.0003% | $96.81 | $594,809 | -2.76% | |
| 2025-08-27 | Sale | Schwab Charles R. | Co-Chairman | 136,500 0.0075% | $97.04 | $13.25M | -2.54% | |
| 2025-08-27 | Sale | Beatty Jonathan S | MD, Head of Advisor Services | 3,296 0.0002% | $97.18 | $320,305 | -2.54% | |
| 2025-08-27 | Sale | Morgan Peter J. III | General Counsel | 50,016 0.0028% | $97.00 | $4.85M | -2.54% | |
| 2025-08-26 | Sale | Schwab Charles R. | Co-Chairman | 136,500 0.0076% | $96.67 | $13.19M | -2.89% | |
| 2025-08-25 | Sale | Schwab-Pomerantz Carolyn | director | 13,542 0.0007% | $96.06 | $1.3M | -1.83% | |
| 2025-08-08 | Sale | Schwab Charles R. | Co-Chairman | 133,153 0.0073% | $96.79 | $12.89M | -2.34% | |
| 2025-08-07 | Sale | Schwab Charles R. | Co-Chairman | 22,721 0.0013% | $96.02 | $2.18M | -0.92% | |
| 2025-08-07 | Sale | Schwab-Pomerantz Carolyn | director | 24,000 0.0013% | $96.69 | $2.32M | -0.92% | |
| 2025-08-01 | Sale | Woolway Paul V | MD, Chief Banking Officer | 3,290 0.0002% | $96.06 | $316,043 | -0.33% | |
| 2025-07-29 | Sale | Bettinger Walter W | Co-Chairman | 173,876 0.0097% | $98.84 | $17.19M | -2.53% |
| Schwab Charles R. | Co-Chairman | 56171954 3.0881% | $5.63B | 0 | 196 | |
| Bettinger Walter W | Co-Chairman | 590734 0.0325% | $59.17M | 6 | 21 | +7.27% |
| Schwab-Pomerantz Carolyn | director | 440914 0.0242% | $44.17M | 0 | 32 | |
| HERRINGER FRANK C | director | 172162 0.0095% | $17.25M | 0 | 6 | |
| Wurster Richard A | President & CEO | 157189 0.0086% | $15.75M | 3 | 2 | +9.26% |
| SNEED PAULA A | director | 105654 0.0058% | $10.58M | 1 | 4 | <0.0001% |
| Murtagh Nigel J | Chief Risk Officer | 58999 0.0032% | $5.91M | 0 | 16 | |
| Woolway Paul V | MD, Chief Banking Officer | 34778 0.0019% | $3.48M | 0 | 13 | |
| SARIN ARUN | director | 18617 0.001% | $1.86M | 0 | 2 | |
| Ruffel Charles A. | director | 16594 0.0009% | $1.66M | 1 | 3 | +9.67% |
| Beatty Jonathan S | MD, Head of Advisor Services | 11923 0.0007% | $1.19M | 0 | 10 | |
| Craig Jonathan M. | MD, Head of Investor Services | 0 0% | $0 | 0 | 13 | |
| Morgan Peter J. III | General Counsel | 0 0% | $0 | 0 | 8 | |
| POTTRUCK DAVID S | President and CEO | 4303459 0.2366% | $431.08M | 0 | 7 | |
| COGHLAN JOHN PHILIP | Vice Chairman | 838708 0.0461% | $84.01M | 0 | 1 | |
| FRANK ANTHONY M | director | 573033 0.0315% | $57.4M | 0 | 1 | |
| DODDS CHRISTOPHER V | director | 442807 0.0243% | $44.36M | 0 | 7 | |
| Lyons Jeffrey M | Executive Vice President | 369501 0.0203% | $37.01M | 0 | 4 | |
| PENNEY GEOFFREY J | EVP and CIO | 355499 0.0195% | $35.61M | 0 | 2 | |
| MCLEOD MARY S | Executive Vice President | 268882 0.0148% | $26.93M | 0 | 2 | |
| Ricketts Todd M | director | 230892 0.0127% | $23.13M | 1 | 0 | +2.12% |
| Sasson Gideon | EVP and CIO | 216757 0.0119% | $21.71M | 0 | 15 | |
| WALTHER ROGER O | director | 209348 0.0115% | $20.97M | 3 | 2 | +13.41% |
| GORMAN LON | Vice Chairman | 174334 0.0096% | $17.46M | 0 | 2 | |
| MCLIN STEPHEN T | director | 131375 0.0072% | $13.16M | 0 | 7 | |
| Clark Bernard J. | MD Head of Advisor Services | 121666 0.0067% | $12.19M | 1 | 16 | +2.74% |
| McCool James D | EVP - Client Solutions | 110838 0.0061% | $11.1M | 1 | 9 | +11.66% |
| Ellis Stephen A | director | 108574 0.006% | $10.88M | 4 | 1 | +8.14% |
| SHULTZ GEORGE P | 97250 0.0053% | $9.74M | 0 | 1 | ||
| Brigeman Benjamin L | EVP - Investor Services | 88399 0.0049% | $8.85M | 0 | 3 | |
| Hier-King Jan | EVP - Human Resources | 78263 0.0043% | $7.84M | 0 | 3 | |
| Saeger Rebecca | EVP & Chief Marketing Officer | 73826 0.0041% | $7.4M | 0 | 2 | |
| Clendening John S | EVP - Investor Services | 69865 0.0038% | $7M | 0 | 10 | |
| Crawford Peter B. | CFO | 60567 0.0033% | $6.07M | 1 | 11 | +2.12% |
| Gill George A. | EVP - Investor Services | 57615 0.0032% | $5.77M | 0 | 4 | |
| ADAMS JOHN K JR | director | 45125 0.0025% | $4.52M | 3 | 1 | +8.25% |
| MARTINETTO JOSEPH R | COO | 41414 0.0023% | $4.15M | 0 | 12 | |
| YOFFIE DAVID B | director | 21432 0.0012% | $2.15M | 0 | 2 | |
| Goldfarb Mark A | director | 19917 0.0011% | $2M | 3 | 1 | +2.77% |
| MCWHINNEY DEBORAH D | EVP - Schwab Institutional | 17120 0.0009% | $1.71M | 0 | 6 | |
| Haraf William S | director | 13209 0.0007% | $1.32M | 3 | 0 | +1.87% |
| FISHER DONALD G | director | 11769 0.0006% | $1.18M | 0 | 2 | |
| MARTIN-FLICKINGER GERRI | director | 8455 0.0005% | $846,937.35 | 1 | 0 | +2.74% |
| Brown Marianne Catherine | director | 9984 0.0005% | $1M | 1 | 0 | +8.85% |
| ALDINGER WILLIAM F III | director | 5500 0.0003% | $550,935.00 | 2 | 0 | +9.05% |
| BECHTLE NANCY H | director | 6163 0.0003% | $617,347.71 | 0 | 8 | |
| Allen Jay L | EVP and Chief Admin Officer | 5654 0.0003% | $566,317.56 | 0 | 27 | |
| Chandoha Marie A | President - CSIM | 3018 0.0002% | $302,313.06 | 0 | 4 | |
| Goldman Charles G | EVP/COO, Schwab Institutional | 2537 0.0001% | $254,131.29 | 0 | 3 | |
| Dwyer Carrie E | EVP and General Counsel | 0 0% | $0 | 0 | 38 | |
| Kallsen Terri R | EVP - Investor Services | 0 0% | $0 | 0 | 5 |
| Increased Positions | 1,108 | +52.91% | 69M | +4.6% |
| Decreased Positions | 899 | -42.93% | 98M | -6.5% |
| New Positions | 171 | New | 4M | New |
| Sold Out Positions | 120 | Sold Out | 5M | Sold Out |
| Total Postitions | 2,303 | +9.98% | 1B | -1.89% |
| Vanguard Group Inc | $15.4M | 8.53% | 151.59M | +403,133 | +0.27% | 2025-09-30 |
| Blackrock, Inc. | $13.44M | 7.44% | 132.28M | +4M | +3.17% | 2025-09-30 |
| Dodge & Cox | $8.43M | 4.67% | 83.04M | -1M | -1.56% | 2025-09-30 |
| State Street Corp | $7.43M | 4.12% | 73.16M | +691,671 | +0.95% | 2025-09-30 |
| Jpmorgan Chase & Co | $6.15M | 3.41% | 60.59M | -10M | -14.19% | 2025-09-30 |
| Price T Rowe Associates Inc /Md/ | $5.83M | 3.23% | 57.44M | -17M | -23.24% | 2025-09-30 |
| Geode Capital Management, Llc | $3.82M | 2.11% | 37.57M | +188,215 | +0.5% | 2025-09-30 |
| Fmr Llc | $3.2M | 1.77% | 31.53M | -3M | -8.83% | 2025-09-30 |
| Franklin Resources Inc | $3.06M | 1.69% | 30.11M | +70,412 | +0.23% | 2025-09-30 |
| Morgan Stanley | $2.51M | 1.39% | 24.73M | +637,348 | +2.65% | 2025-09-30 |